NEW YEAR’S PLANNING – PART 2

January 2023. Are your parents or your spouse starting to show signs of dementia? Do they have an updated power of attorney for medical and financial decisions? If not, you might need to consider guardianship. Do you have your own business? Have you made provisions...

NEW YEAR’S PLANNING – PART 1

December 2022. Because we are time-bound mortals, the change of seasons reminds us of changes in our lives and of their fragility. With the opening of each year comes a new opportunity to consider your estate plan and make sure it is up-to-date – or to make one if you...

YOU HAVE THE POWER

You Have the Power. August 2020. By Timothy S. Barkley, Sr. The lady in the parking lot was excited: “Thank you! You don’t know how much you’ve helped us.” I was taken aback, but rose to the occasion: “Certainly!” I must have looked puzzled, because she laughed and...

HOME ALONE II

By Tim Barkley. February 2020. Last month’s offering to our readers considered the effect of the Inheritance Tax on folks without spouse, siblings or children as estate beneficiaries.  This month’s article offers practical steps to ease the task of your...

HOME ALONE II

By Tim Barkley. October 2016. Last month’s offering to our readers considered the effect of the Inheritance Tax on folks without spouse, siblings or children as estate beneficiaries. This month’s article offers practical steps to ease the task of your...